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Velodyne: Decent Upside In The Face Of Troubled Management

Apr. 08, 2021 2:31 AM ETOuster, Inc. (OUST)4 Comments


  • Velodyne has much room to grow and heightened volatility could make for an interesting paired option trade in the low teens.
  • Velodyne projects that it could reach up to 9mm units shipped by 2025 if all contracts are awarded, yet current awards could yield 750k-900k in cumulative shipments.
  • If ASPs drop by ~20% to $4,700 by 2023, and with unit volumes 5x higher to 55,000, Velodyne could see revenues at $260 million.

Latest Consumer Technology Products On Display At CES 2017
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Advancements towards automation through lidar in a wide range of applications, specifically electric vehicles and robotics, provides a longer-term runway of growth potential for companies looking to innovate and grow into the space. Velodyne (

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Comments (4)

NervousNeville profile picture
What is the reasonable price for this thing? Trying to decide whether to remain a bag holder or double my shares at a certain point. Or just take the tax loss end of the year.
NervousNeville profile picture
Just getting crushed. Hopefully, in 2 or 3 years it makes up for it.
Mobility Matters Research profile picture
@NervousNeville depends where you got in
VLDR is based on a solid foundation of patents and technology and I am buying more at this ridiculous price. Sadly the boardroom intrigues of the power hungry CEO and his henchmen on the BOD has sidelined and moved out Hall, the inventor of Lidar and major shareholder. I recall an identical situation with AAPL in the 90's where the power hungry CEO ( ex Pepsi Co) made life difficult for Steve Jobs who left to found another company. As expected, the CEO and the board nearly drove AAPL into bankruptcy and Steve Jobs was brought back as the savior, The current CEO need to fix the management issues, bring the inventor of LIDAR back and get moving on building shareholder value pronto or get out of the way.
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